Navigator are experienced in Data Migration from many systems and have notes, made by customers who have migrated from various systems on how to extract data from various systems.
Gemini is one such system. Notes on how to extract data from Pinewood are below. These should be verified to be up to date and DMS provide no warranties onto accuracy on current versions of the system as they may change from time to time.
Stock list
In Pinewood, click on : Parts > Reporting > Price list - select a Parts Department - download and open in Excel, Save As parts.csv
Click on Parts > Reporting > Valuation > Valuation - Click on Valuation on the top bar, then download and open in Excel, save as stock.csv
History
Parts > Reporting > Movement > select date from (at least 12 months ago) > accept - download and save as partshist.csv
Create a selection in Pinewood and save as a name
CRM > Search > Saved Selection - Select name from above > search > Save > Tick Search and Accept Download - Save as Customers.csv
There is no report in Pinewood that can export Service History - Please contact Pinewood for a standard full service history extract
Sales Ledger
Accounts > Sales Ledger > Master Accounts > Export (from top menu) - account level = "master" - save as slcust.csv
Accounts / Sales ledger /reporting/ select transaction (at top) .. Outstanding transactions.. Create report export report... Download
Accounts / Purchase Ledger / transactions accounts/ export (at top) save as plsupp.csv
Same for purchase ledger
The people behind DMS Navigator are motor trade veterans. We have decades of industry experience, both in running dealerships and delivering excellent software. Our Navigator system is designed to meet the challenges we all face. No wonder we’ve helped so many businesses grow.
